Patmanjo

Half man half horse

[Patmanjo @Patmanjo]

@qe567 @LynAldenContact @dampedspring it wasn't created by Saylor, he was reposting @AlexesNakamoto's creation because he thought it was entertaining, which it was!

[Patmanjo @Patmanjo]

@BTCBeliever21 @CryptoKaleo @grok Agreed. CryptoKaleo is wrong on so many points it's hard to know where to begin. Might need to unfollow at this point to avoid the Gell-Mann Amnesia effect.

[Patmanjo @Patmanjo]

@JerkMaestro @leadlagreport he sells BTC at mNav < 1.22 and he sells equity at mNav > 1.22. It was all clearly stated in the latest earnings call if you'd bothered to tune in.

[Patmanjo @Patmanjo]

@nic_carter @TrancheDefi @gainzy222 what jam is he wriggling out of exactly?

[Patmanjo @Patmanjo]

@Snz_BTC If BTC only rises 2% a year the STRC dividends still get paid, forever. If BTC rises 0% a year STRC still gets paid for multiple decades. If you think BTC rises >30% and you don't mind the vol then yes you should just buy BTC.

[Patmanjo @Patmanjo]

@LynAldenContact @adam3us @GeorgeGammon at an mNAV of 1.22 he switches from selling shares to selling btc. For a very brief moment last week the mNAV crossed this point. It currently sits at 1.23.

[Patmanjo @Patmanjo]

@netrunner_btc @saylor The transaction increased bitcoin per share so there was a positive bitcoin yield, pretty straightforward really.

[Patmanjo @Patmanjo]

@jonathanandgill @SkySportsNews Yea, or West Ham get relegated.

[Patmanjo @Patmanjo]

@_J64_ @TNorth @PunterJeff @Bankless I tried the "I want to show you the liquidity of my instrument" line on my wife, she wasn't interested.

[Patmanjo @Patmanjo]

@BTCoptioneer why would it be bad to raise below $100? Isn't it preferable to raise at $99.99 than waiting to raise the dividend rate to push the price above $100?

[Patmanjo @Patmanjo]

@BitPaine could create an STRC2 to fill in the gaps and take it from bimonthly to buy weekly.

[Patmanjo @Patmanjo]

@Braindead_Takes @TheRealPlanC https://t.co/3v2rgJG0wI this post explains it quite well

[Plan C @TheRealPlanC]

🚨 Important Point: Bitcoin

Let me remind you again, like I said two months ago.

Bitcoin has NEVER had its FULL, complete bull market EVER while the PMI was below 50 the whole time.

It's wild that people honestly think Bitcoin will correct 50% from here...

It's not 2015, people. We're talking about a completely different asset.

Bitcoin also doesn't follow the 4-year cycle. It never has. It has always followed the business cycle, and once again it is.

Like clockwork.

[Patmanjo @Patmanjo]

@Braindead_Takes @TheRealPlanC people typically use the manufacturing index ISM with a PMI over 50 representing growth in the manufacturing sector. ISM is a very good proxy for general economic activity and business cycle shifts.

[Patmanjo @Patmanjo]

@LincolnMargison @homegymcoop from what i've seen it has an isokinetic mode.

[Patmanjo @Patmanjo]

@Braindead_Takes @TheRealPlanC pretty sure he thinks the business cycle is more influential than the halvings. The business cycle coincidentally peaks at each bitcoin top. And it's about to turn bullish.

[Patmanjo @Patmanjo]

@ShippMedia @BitPaine 🤣 This sounds mildly like a threat, are you a bus driver?

[Patmanjo @Patmanjo]

@E055Michel1842 @matthughes13 💯

[Patmanjo @Patmanjo]

@SGBarbour i think my child has one of these fancy QC things, he says he's gonna just use his one to defend the network and his one is even more powerful than yours!

[Patmanjo @Patmanjo]

@nic_carter @pythianism yea the guy who owns the most MSTR common doesn't care about MSTR common, come on man!

[Patmanjo @Patmanjo]

@miguelmagalhae2 @saylor @JohnCarreyrou apparently Symposium on Information Theory in the Benelux is not a big publication and was only available in physical form of which there might have been only a few dozen copies. University of Leuven has a copy.. Also Len had a photo of the 2002 book https://t.co/HY4US8WXDF

[Patmanjo @Patmanjo]

@miguelmagalhae2 @saylor @JohnCarreyrou 💯The clincher for me that it was Len was the obscure whitepaper reference "[2] H. Massias, X.S. Avila, and J.-J. Quisquater, "Design of a secure timestamping service with minimal trust requirements," In 20th Symposium on Information Theory in the Benelux, May 1999."